Run a report
Find a report and see your clinic data.
Every report lives on the All Reports page under Analytics. Reports are grouped into category tabs such as Featured, Clients, Sales & Finance, Appointments and Business.
Open a report
Go to Analytics and choose a category tab, or type in the search box to look across all of them.
Click a report to open it.
Read the filter sentence above the table, which says exactly what is included.
Keep your favourites close
Click the star on a report row, or open More options in a report and choose Add to favourites. Your starred reports appear under Favourites in the sidebar.
Build your own
Click Build a custom report to start from scratch. To start from an existing report, open More options and choose Clone. Your copy appears under My reports.
If a report won't open, you may not have permission for its category. Ask an administrator.
Up next
Next, read Filter a report and choose columns.